ELISA EVELYN SIMPSON
Financial Adviser · St Kilda, VIC
📚 Qualifications & Training
1994 - Associate Diploma of Business (Accounting) - Diploma (AQF 5) - Holmesglen Institute of TAFE
2010 - Certificate IV in Financial Services - Certificate (AQF 1-4) - Australian and New Zealand Institute of Insurance and Finance
2013 - Graduate Diploma of Financial Planning - Graduate Diploma (AQF 8) - Kaplan Higher Education Pty Limited
2013 - Master of Applied Finance - Masters Degree (AQF 9) - Kaplan Higher Education Pty Limited
2020 - FPC002B Ethics and Professionalism in Financial Advice - Bridging Course - Ethics - Kaplan Higher Education
ℹ️ What is a Financial Adviser?
A registered Financial Adviser is authorised under an Australian Financial Services Licence (AFSL) to provide personal advice on investments, superannuation, life insurance, and other financial products to retail clients.
Financial advisers must meet strict education, training, and ethical standards set by ASIC. This includes holding relevant qualifications, meeting ongoing professional development requirements, and maintaining appropriate professional indemnity insurance.
Data source: ASIC Financial Advisers Register via data.gov.au, updated weekly.